Punit Dave | Finance & Operations Analyst

Career History

Professional Experience

Goldman Sachs

Operations Analyst — FCO Listed Derivatives, Bengaluru

2023 – 2024

Managed end-to-end trade lifecycle for exchange-traded derivatives including futures and options across global markets
Performed daily reconciliation of positions and cash across prime brokerage and clearing accounts; resolved breaks with counterparties
Collaborated with trading desks, risk, and technology teams to resolve settlement failures and margin discrepancies
Produced daily P&L and operational reports for internal stakeholders and senior management
Supported regulatory reporting requirements and ensured compliance with exchange and clearing house deadlines

Genpact

Process Associate — Google Pay / UPI Operations

2021 – 2023

Handled dispute resolution and transaction reconciliation for Google Pay UPI payment flows across merchant and consumer accounts
Investigated failed transactions, chargebacks, and settlement discrepancies; coordinated with banking partners for resolution
Maintained SLA compliance on queue management and escalation workflows in a high-volume operations environment
Generated daily MIS reports and trend analysis to support team leads and process improvement initiatives

Portfolio

Power BI Dashboards

Finance Bank Loan Dashboard

End-to-end loan analytics — 38.6K applications, $435.8M funded, 86.2% good loan rate. Multi-page: Summary, Overview, Details.

Power BIFinanceReconciliation

BlinkIt Sales & Ops Dashboard

Retail operations analytics — $1.20M revenue, 8,523 SKUs tracked, 3.9 avg rating across outlet types and locations.

Power BIRetail OpsKPI Tracking

Pizza Sales Dashboard

Restaurant sales analytics — ₹817.86K revenue, 50K+ pizzas sold, 21K orders analyzed across categories and time periods.

Power BISales AnalyticsTrend Analysis

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COMING SOON

Dashboard — In Progress

Next Power BI project currently being built. Check back soon.

Power BIComing Soon

📈

COMING SOON

Dashboard — In Progress

Next Power BI project currently being built. Check back soon.

Power BIComing Soon

Competencies

Skills & Tools

Finance & Ops

Listed DerivativesTrade LifecycleReconciliationP&L ReportingUPI / Payments

Analytics & BI

Power BISQLPythonExcelDAX

Business Analysis

Requirements GatheringProcess MappingStakeholder MgmtMIS Reporting

AI & Productivity

Claude AIChatGPTCopilotPrompt Engineering

Credentials

Certifications

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Microsoft Certified Business Analyst

Microsoft via LinkedIn Learning

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Power BI Data Analytics

Microsoft

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Investment Banking Simulation

Forage — Bank of America

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Management Consulting Simulation

Forage — PwC US

Target Employers

Where I Want to Work

Goldman Sachs

Investment Bank

JPMorgan Chase

Global Bank

Morgan Stanley

Investment Bank

Barclays

Global Bank

Deutsche Bank

Investment Bank

HSBC

Global Bank

Franklin Templeton

Asset Manager

Citi

Global Bank

Let's Connect

Open to Opportunities

Targeting Business Analyst, Operations Analyst & Data Analyst roles in Hyderabad & Bengaluru. Open to relocation.

📧 [email protected] 📞 +91 79812 91207 💼 LinkedIn